Key Features to Look for in Territory Mapping Software

Territory mapping tools allow sales managers to design territories aligned with their goals. This helps them get the most out of their team and reduce wasted travel time.

They can grade current sales territory alignment based on preset metrics and optimize sales territory balance according to “what if” scenarios. They can also visualize critical sales data on a map, including revenue heat maps and more.

Easy-to-use interface

Clearly defined sales territories are essential to the success of any sales team. Whether your goal is to increase revenue, improve productivity, or both, the right territory design is the key. Territory mapping software is an effective way to achieve these goals. Its user-friendly interface makes creating, modifying, and managing sales territories easy. It also helps eliminate the need for manual data entry.

Territory mapping software allows businesses to map and visualize sales data, including customer and prospect locations, on a map. This will enable managers to view their teams’ performance geospatially and identify potential leads and growth opportunities. It also allows adding or removing customers and prospects from a territory. Moreover, this technology can optimize routes for sales representatives, reducing travel expenses and increasing efficiency.

Territory mapper also allows businesses to overlay demographics on their maps to understand better a given territory’s characteristics. This helps companies determine whether a part is receptive to a specific product or service and which reps are best suited. Limiting access privileges on overlays to prevent unauthorized use of sensitive information is also possible. This functionality is beneficial for companies with multiple branches or divisions.

Integrations with CRM

Sales mapping software is a tool that helps you map and manage territories more efficiently. It allows you to make data-driven decisions and distribute prospects and customers evenly, reducing wasted time and resources. This can also help you achieve your sales goals and improve customer satisfaction.

A sales territory management tool should be integrated with your CRM system, ensuring a smooth flow of information and eliminating errors. It should allow you to create territories based on specific criteria, such as geographic boundaries like zip codes and counties or business data like revenue. It should also be able to balance domains and track multiple running totals automatically. Finally, it should provide robust routing and optimization capabilities to reduce travel time and increase productivity.

A territory mapping tool can also help you streamline your workflow by improving communication and collaboration between sales teams. You can use the tool to share critical sales data with your team members, enabling you to identify opportunities and improve their performance. This will ultimately help you increase revenue and profitability.

Whether new to territory mapping or an experienced sales professional, a good territory management tool can make all the difference. You can find the right software for your needs by searching online. Look for a device that offers integrations with your existing CRM system, such as Salesforce and HubSpot. It should also have a user-friendly interface and easy-to-use tools to create custom maps.

Reporting capabilities

A comprehensive territory mapping solution should help you identify new opportunities and make data-driven decisions. It should also help you optimize your existing territories by reducing redundancies, distributing prospects and customers evenly, and saving your sales team time.

Ideally, your sales territory management system should offer an interactive map that allows you to visualize critical performance data, including revenue potential, customer and prospect locations, and driving distances between supply or service centers and territory destinations. These maps can be easily shared and embedded in PowerPoint presentations or exported as high-resolution wall maps. It would help if you also looked for the ability to use a variety of overlays that help you identify key account segments and uncover new lead opportunities.

Territory mapping software can also help you create optimized routes that reduce windshield time and fuel costs. This can be important for teams selling services or products requiring frequent client site visits or large accounts with high buying power. The software can even prioritize visits to high-value customers or prospects based on their Einstein or Pardot scores or potential revenue.

It is essential to review and realign sales territories regularly. Whether you need to adjust the allocation of high-value prospects, balance workloads, or reduce geographic overlaps between salespeople, visual territory mapping tools can make this process easier. You can also double-check your alignment decisions using data and perform what-if analysis scenarios.


If your territory mapping process is based on spreadsheets, it may be time to switch to intelligent software that helps you align territories effectively and empower your teams. It can save you hundreds of hours compared to manually exporting and importing data and updating maps quickly and efficiently. It can also help you realign territories to account for new sales reps and small business changes without disrupting your field sales operations.

In addition to its standard sales territory mapping capabilities, the Maptive app allows you to customize your boundaries using a variety of data points, including Census demographics. You can also add business data, such as revenue, to balance your territories and determine how much potential each area has for growth. This allows you to understand your customers better, identify opportunities, and make more informed decisions.

You can also use the Maptive tool to visualize your sales data on a map and make informed decisions about your business strategy. This will help you allocate resources more effectively, increase sales, and improve customer service. It can also help you develop a more accurate forecast of your market potential, essential to driving growth and maintaining competitive advantage.

Maptive has several features that will help you improve your business performance, including customizable sales territories and intuitive user interfaces. The software also integrates with CRMs to help you manage your field sales team more effectively.

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